RA

Rational Advisors Portfolio holdings

AUM $976M
1-Year Est. Return 9.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$418M
AUM Growth
+$205M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$9.04M
3
+$7.29M
4
TDG icon
TransDigm Group
TDG
+$7.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.96M

Top Sells

1
+$2.6M
2
+$2.41M
3
+$2.36M
4
ORCL icon
Oracle
ORCL
+$2.21M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.17M

Sector Composition

1 Healthcare 16.78%
2 Technology 14.48%
3 Financials 13.95%
4 Industrials 12.88%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$44K 0.01%
1,895
+1,559
302
$44K 0.01%
835
+641
303
$42K 0.01%
897
-17,108
304
$41K 0.01%
1,002
+975
305
$41K 0.01%
283
+261
306
$40K 0.01%
313
-7,808
307
$40K 0.01%
2,295
+2,035
308
$40K 0.01%
725
-3,832
309
$39K 0.01%
366
+188
310
$39K 0.01%
886
-20,384
311
$39K 0.01%
405
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312
$39K 0.01%
231
-1,304
313
$39K 0.01%
348
-181
314
$37K 0.01%
1,623
+1,426
315
$37K 0.01%
+1,475
316
$36K 0.01%
1,248
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317
$34K 0.01%
166
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318
$34K 0.01%
203
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319
$34K 0.01%
641
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320
$33K 0.01%
788
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321
$33K 0.01%
900
-300
322
$32K 0.01%
3,147
+3,057
323
$32K 0.01%
478
+139
324
$31K 0.01%
608
+237
325
$31K 0.01%
1,001
+848
11 12
13
14 15